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Rhonda Kay Berger

Brandes Investment Partners, LP

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About Rhonda Kay Berger

Rhonda Kay Berger is an investment advisor representative registered with Brandes Investment Partners, LP. Rhonda has been in the industry since 1987 and has worked at Brandes Investment Partners, LP since 2004. Rhonda holds licenses for Series 7, Series 24, Series 63, and Series 65. Rhonda's firm has offices in La Jolla, California. The firm provides investment advice to individuals, corporations, investment companies, pension funds, and other investment advisers. Rhonda specializes in portfolio management and is experienced in helping clients with their investment goals.

Firm Information

Rhonda Berger is currently registered with Brandes Investment Partners, LP. Brandes Investment Partners, LP is an investment advisory firm based in La Jolla, California, with over $22 billion in regulatory assets under management. The firm provides portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, and charitable organizations. Brandes also participates in wrap fee programs.
Brandes Investment Partners, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR

LA JOLLA, CA 92037

$22.21B

Assets Under Management

14

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rhonda Berger’s Registration & Firm History

CA

01/09/2003 - Present

Brandes Investment Partners, LP (La Jolla CA)

NY

12/17/1996 - 01/08/2002

DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)

NA

09/22/1987 - 12/17/1996

KLEINWORT BENSON NORTH AMERICA INC.

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Licenses & Designations

IA

Issued 11/04/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1996

Series 24 - General Securities Principal Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rhonda Kay Berger.
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